1348 results found
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Print an individual client's current year rental schedules with prior year comparative figures on the same report.
I have a client who holds 4 rental properties all of which had significant differences from the previous year creating a large increase in tax payable. They have asked for an explanation, and it would be more efficient and easier for them to understand, if the comparatives could be on the same report as the current years figures so they were only looking at 1 piece of paper for each property. You can see the 2 years information on the screen but it would be preferable for some meetings to be able to have a hard copy. Thanks
1 vote -
XPM - Partner, Account Manager and Job Manager merge fields
Have standard merge field for Partner, Account Manager, Job Manager for letter templates, email templates etc
6 votes -
AU Tax - Add a Next button to the Managed Fund distribution
Add a next button to the managed fund distribution page in xero tax.
When a client has 10 or 15 managed fund distributions that have imported from the pre-fill you have to go back and click on the next one and it is hard to keep track that you have reviewed every single one. (And deleted the 0's this is a separate idea)
If there was a next button so you can just start at the top and work your way through all the distributions to review them it would make this much easier.
1 vote -
UK Tax | Company & self assessment - Access in advance of the year end
Allow us to access Xero Tax in advance of the year end - company and self assessment - as it stands we cannot even set up the details/schedules we know we will need. In other software you could load up the information before the year end date had passed to give the client an estimate of tax liability as the year progresses. Furthermore, this allows you to load information as you receive it - e.g. Company Director dividends to self assessments as you complete company accounts
1 vote -
Xero Tax(AU) | Hiding TFN - Also hide TFN in Distribution Income Section
In Individual income tax returns, where an individual received a trust distribution, the trust name appears to show the Trust's TFN in the name in the trust distribution income section. It will be great if the hiding TFN feature includes the hiding of TFN in this distribution income section as well.
1 vote -
XPM- Recurring jobs
Recurring jobs - add or change tasks & costs for each recurring job
2 votes -
Practice Permissions | Manage Users - Enable practice to remove access to client org
Practice Admin have the ability to remove themselves if they have been invite into a potential clients org without manage users.
Potential clients that decide to not go ahead with a Practice but done remove the PA from the org, PA should have the ability to remove themselves.
10 votes -
date selection in Account transactions
There should be an arrow on the Date Selection box to load next equal period. If the original period was one month, there should be an arrow to load next month in just one click - and a back arrow. Same for a year selected, or a quarter.
1 voteHi Tavia, just to check when you say the Account Transactions would this be the report or the tab within the bank account?
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VAT Return Transaction Visible VAT Rate identifier
Reviewing VAT Returns
I don't know if it is just me, but when I am reviewing VAT returns and looking at the transactions, as I scroll down the screen I can lose track of what VAT rate I am looking at if there are lots of transactions.
Would it be possible to add a column or a header that states the VAT rate on the transaction schedule that remains visible on the screen as you scroll?
Scrolling up and down to check or locate specific VAT Rates wastes a lot of time.
Thanks
Sarah
1 vote -
AU Tax - Update Contact default to Tax agent/Practice name
For the first year of using Xero Tax, as the returns are new and have not been rolled over from a prior year, the contact name defaults to the Job Manager in the Xero Tax Return. There should be an option to adjust the contact default across the practice so that the Tax Agent/Practice name appears on the tax return not the job manager. There are some clients who would be upset seeing an unfamiliar name on their tax return. At present, the only way to change the contact name showing on the tax return is to manually adjust each…
6 votes -
Ability to enter dates directly in formats other than dd mmm yyyy
Across Xero it would be very useful (and intuitive) to be able to type dates in formats other than dd mmm yyyy (for example dd/mm/yyyy, ddmmyyyy, etc). The dd mmm yyyy isn't the usual way to enter and clients have commented that it's irritating that they can't type the date in (they use the calendar instead) because it didn't occur to them to try this format, and even when you are aware the habit when typing dates into these boxes is to use one of the more common formats so it can lead to errors
1 voteHi Jonathan, is there a specific feature within Xero that your clients have commented about this in? In many places throughout Xero they should find entry of a date using dd/mm/yyyy or dd-mm-yyyy is accepted. We also have shortcuts mentioned in Xero Central that you could share with your clients to help them understand other keyboard actions that can help with their data entry.
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Hubdoc - Additional options for supplier Due Dates
Add default options for bill due dates within the supplier rules:
- end of current month (based on invoice date)
- end of next month (based on invoice date)6 votes -
Xero Tax (AU) - Field for preferred contact method
If preferred method of contact area could be created.
1 vote -
Xero HQ | Client insights - Ability to change date range
Within insights you should be able to change the date ranges for data so you can see for example revenue for 12 months etc.
2 votes -
Xero Tax (UK) | Prevent the auto-reversal of negative balances so we can offset debtors and creditors where necessary
This is not a simple feature request. This is a blatant fault with how Xero Tax handles asset figures.
In this particular case we have two accounts in the book-keeping records for CIS tax, because we wish to track CIS deducted by contracted on sales and CIS deducted from subcontractors separately. Transfers are made between the accounts as appropriate when liabilities are reported for payment to HMRC.
At the year end, we want to show this as a single balance. As the net result was an asset at the year end, we tagged both to an appropriate asset type. Instead…
52 votesAppreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.
For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know. -
UK Tax - MTD self assessment
MTD for ITSA is expected to be in force for the self-employed with a gross income over £50,000 from April 2026. Will your starter or standard packages have this feature available to enable us to submit the self assessment return?
8 votes -
Xero Tax (UK) | Add table for share capital note
Include a table showing the share capital issued.
6 votes -
Unclaimed money
To minimize the maximum organise for bout party to be aware to not to be niglected
2 votesHi Raydan, not entirely clear of your idea here can you share a bit more detail of the change or new feature you'd like to see Xero develop and how this would help you?
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Adding an option for reports to include Hyperlinks to Xero
Allowing for exported excel reports to have an option to open hyperlinks. For example, being able to open the ledger of the expenses of a line item from the Profit and Loss statement, or being able to open the Aged Details of a customer by clicking on the link of the Aged Summary excel report, or being able to open the invoice by clicking on the link in the excel of the Aged Details reports. This would allow for less back and forth between an excel file and having extra tabs open to view the same report in Xero. The…
1 vote -
For UK add Audit Exempt Clause to Balance Sheet to allow filing with Co House
For UK add Audit Exempt Clause to Balance Sheet to allow filing with Co House or ability to add free text - is common requirement for small entities linked to a Group. Main reason why practice accountants can not use Xero more plus a Group accounts format would be great
1 vote
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